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1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-01 |
| PA | RA | APPROVED | 2025-08-01 |
Branch Locations
1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtus Investment Partners | Hartford | CT | 07/2008 | 09/2017 |
| Vp Distributors, Inc. | Hartford | CT | 02/2009 | 09/2017 |
| Symmetry Partners, Llc | Glastonbury | CT | 09/2017 | 07/2023 |
| Northern Lights Distributors, Llc | Omaha | NE | 10/2017 | 03/2018 |
| Foreside Financial Services, Llc | Glastonbury | CT | 08/2018 | 07/2023 |
| Brinker Capital Securities, Llc | Berwyn | PA | 07/2023 | 05/2025 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 07/2023 | 05/2025 |
| Ategenos Capital | Berwyn | PA | 07/2025 | Present |
1) Somers Lacrosse Association, Investment Related - No; Started 09/2024; Vice President; VP of 501c - 3 scholarships annually and annual lacrosse tournament; 2 hours per month with 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-23 |
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